Admin & Operations Assistant – CPA Firm

A growing remote CPA firm is seeking a detail-oriented, fast-learning Admin & Operations Assistant to support our internal team. This role starts with core administrative work and can grow into operations, workflow management, and client coordination for the right person. We are looking for someone who is: • Highly organized • Tech-savvy • Strong with systems • Comfortable learning new software • Able to follow processes with precision • Reliable and consistent with communication • Interested in long-term growth This is a remote position supporting a CPA firm. Responsibilities: Administrative / Daily Workflow • Download, organize, and label financial documents (statements, reports, PDFs, CSVs) • Manage digital filing systems (e.g., SmartVault or similar) • Update tasks, notes, and due dates in workflow software (Karbon or similar) • Track client deliverables and follow up as needed • Assist with scheduling and internal communication • Maintain accurate records across multiple systems Operations Support (Growth Path) • Help standardize processes and improve workflows • Assist with onboarding new clients • Prepare internal checklists and templates • Coordinate documents between tax/bookkeeping teams Qualifications: • Strong administrative or operations support experience • Excellent attention to detail • Tech-comfortable (multiple apps, logins, cloud systems) • Quick learner who adapts well to new tools • Strong communication skills • Ability to work independently and reliably • Experience in an accounting, bookkeeping, legal, or financial services environment is a plus (not required) Schedule & Hours: • Part-time to start (25–35 hours/week) • Consistent weekday schedule required • Opportunity to grow into full-time based on performance Compensation: • Competitive hourly rate based on experience • Remote position • Long-term growth potential for the right candidate How to Apply: Please submit: • Your resume • A brief note describing your experience with administrative or workflow-heavy roles • Your preferred weekly schedule Pay: $23.00 - $26.00 per hour Expected hours: 25.0 – 35.0 per week Benefits: • Work from home Application Question(s): • What state are in you in? • Tell us about your administrative and operations experience. • What does being “tech-savvy” mean to you? Work Location: Remote Apply Now Apply Now